New York Times reporter Bill Carter says "The Tonight Show" is moving back to New York with Jimmy Fallon as the new host.

"I don't think they know dates certain when this is going to happen," Carter tells Anderson Cooper. "For one thing, they're now building a studio for Jimmy Fallon in New York, which I think is the real news." The late night talk show has been taped in Los Angeles for 41 years.

Leno, 62, is still a ratings winner, but ABC recently moved Jimmy Kimmel's show to 11:35 p.m, which could factor into NBC's plans.

Carter says despite Leno's popularity, Kimmel may attract younger viewers over time and establish himself as the top choice with the key demographic most important to advertisers.

Unlike Leno's traditional format, Fallon, 38, has incorporated social media and unique games with guests into his show. "You don't see Jay on YouTube like you see Jimmy Fallon," says Carter.